Energy Markets

Geopolitics Markets

Global Conflict Zones Reshape Markets as Energy Chokepoints and Defense Spending Hit Record Levels

Ukraine grinds through its fourth year while Middle East strikes disrupt 20% of oil flows, driving defense stocks to tech-tier valuations and supply chain costs up 8%.

9 min read ·
Energy Geopolitics

Russia Condemns U.S.-Israeli Strikes on Iran, Exposing Limits of Moscow-Tehran Alliance

Moscow's rhetorical condemnation of the attacks reveals the transactional nature of its relationship with Tehran, as energy markets brace for retaliation across a region that supplies 20% of global oil.

8 min read ·